Vanguard · 21 hours ago
Manager, Workplace Financial Consultants
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level
5+ years expVanguard is seeking a dynamic and strategic leader to manage a team of Workplace Financial Consultants who will engage and educate retirement plan participants. This role is responsible for driving sales performance, deepening client relationships, and increasing product adoption across both Workplace Solutions and Personal Investor.
FinanceFinancial Services
Responsibilities
Lead and develop a high-performing team of Financial Consultants who manage books of business consisting of Workplace Solutions participants
Drive strategic outreach initiatives to increase product adoption and wallet share, particularly among participants contributing to and transitioning from employer-sponsored plans
Coach and mentor team members on advanced sales techniques, client segmentation, and consultative engagement strategies
Collaborate cross-functionally with internal partners in Personal Investor, Workplace Solutions, Advice and Marketing to align on messaging, campaigns, and client experience enhancements
Monitor and analyze team performance metrics, ensuring alignment with business goals and regulatory requirements
Implement scalable processes for book management, pipeline development, and client tiering to optimize team efficiency and impact
Champion a culture of continuous learning, experimentation, and innovation through regular coaching, skill-building sessions, and peer collaboration
Ensure compliance with FINRA and internal policies, supporting licensing and training requirements for all team members
Qualification
Required
Bachelor's degree or equivalent experience required
Minimum 5 years of experience in financial services, with at least 3 years in a leadership or people management role
Minimum of one year of Defined Contribution plan knowledge
Proven track record in sales management, client relationship development, and team coaching
Deep understanding of investment products, retirement planning, and the needs of Workplace Solutions clients
FINRA Series 7, 66, and 24 (or ability to obtain within a defined timeframe)
Strong analytical, communication, and organizational skills
Experience with CRM systems, sales analytics tools, and Microsoft Office Suite
Preferred
MBA or advanced degree
Excel proficiency preferred
Benefits
Sponsorship
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
H1B Sponsorship
Vanguard has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (286)
2024 (258)
2023 (182)
2022 (340)
2021 (166)
2020 (97)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
Company data provided by crunchbase